Peterson Genetics, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Peterson Genetics, INC.
  • Sponsor EIN: 421066918
  • Sponsor Address: 1710 ADAMS ST, CEDAR FALLS, IA, 50613
  • Plan Type: DC
  • Total Participants: 27
  • Total Assets: $15.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$15.4M$795,199$0
202323$13.8M$719,958$0
202221$12.3M$464,008$0

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